by Caitlin Paynich
Get the Most from your Retirement Planning
Saturday, October 22, 2011
2:00 pm - 3:00 pm
Upjohn Library Commons, Room 213
Are you getting the most out of your retirement plan? Are you increasing the size of your nest egg with accumulation strategies that maximize an income stream for you down the road? To be sure, make the most of your Homecoming experience and learn from Kalamazoo College alumni who are experts in retirement planning at this session—the second in a series of panels featuring planned giving experts.
Learn more about planned giving at Kalamazoo College.
Meet the panelists
Kevin E. Jawahir ’92, CTFA, Trust Relationship Officer – Greenleaf Trust
Kevin earned his bachelor’s degree in psychology from Kalamazoo College. A Certified Trust and Financial Advisor, he is a graduate of the American Bankers Association National Graduate Trust School. Kevin is responsible for providing trust services to individual clients and non-profit organizations. He has 17 years of experience in the financial services industry providing comprehensive commercial lending and private banking solutions to clients. Kevin is active in the community and currently serves on the board for Junior Achievement of Southwest Michigan.
Annette M. Johnston ’79, CFP®, ChFC®, Financial Advisor, Ameriprise Financial
Annette earned her degree at “K” in economics and business and is a member of the Stetson Society, which honors those who have included the College in their estate plans. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant, and Recipient of 2008-2009 FIVE STAR: Best in Client Satisfaction Wealth Managers award. She operates her own Ameriprise Financial practice in Clinton Township, Michigan, focusing on personal financial planning for retirement, investments, retirement income strategies, wealth preservation strategy and education funding. She works with her clients to maintain their financial focus so they can achieve the financial goals that are most important to them and their families, both now and in the future. Annette has more than 30 years of experience in financial services. In her spare time, she has recorded a well-received,
Are you getting the most out of your retirement plan?music album called The Beauty of Baroque featuring 24 tracks of soprano recorder and harpsichord/organ Baroque duets. Later this year, she will publish her first youth mystery/adventure novel to be titled Adventures of the Frolic Riders.
Dawn M. Schluter ’86, Principal, Miller Canfield
Dawn completed her bachelor’s degree in political science at Kalamazoo College and earned her J.D. degree at Wayne State University Law School. At Miller Canfield, she is the leader of the Personal Services practice group, a team of caring and experienced attorneys in the U.S. and Canada providing estate, tax, wealth transfer, and retirement planning; trust services; family law counsel; and other services to help clients and their families prosper. High net worth clients benefit from Dawn's expansive experience in estate planning, trusts, taxes and family law when drafting their estate and wealth transfer plans. From wills and trusts to premarital agreements and divorce, she successfully helps her clients protect wealth and preserve assets.
Photo 1 – Kevin E. Jawahir
Photo 2 – Annette M. Johnston
Photo 3 – Dawn M. Schluter